ISP Senior Tax Manager, High-Net Worth
$139.2k - $293.5kCrowe
Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: The IronSpire Group at Crowe provides a collection of boutique tax and advisory services to America's most affluent individuals and families, their family offices, related entities, and investment and estate planning vehicles. Our multidisciplinary team delivers highly tailored strategies designed to address sophisticated domestic and cross-border tax, estate, gift, and wealth planning matters. We are seeking a Senior Tax Manager with significant ultra-high-net-worth (UHNW) individual, family, and family office tax experience, including deep expertise in complex tax compliance. This individual will play a key role in advising sophisticated clients and their advisors, leading complex engagements, developing high-performing teams, and supporting the continued growth of the IronSpire Group. Responsibilities: Advise ultra-high-net-worth individuals, families, family offices, and their related entities on complex tax matters, including income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other sophisticated planning opportunities Lead the review and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical accuracy, quality, and appropriate risk management Research and advise on complex tax matters to optimize clients' tax positions and support their broader financial, investment, and wealth planning objectives Lead engagement teams in the planning, execution, and delivery of client work while effectively managing engagement economics, timelines, and quality Serve as a strategic and trusted advisor to clients, family offices, attorneys, investment advisors, and other members of clients' professional advisory teams Proactively identify additional client needs and opportunities to expand relationships and services Develop new business through internal and external relationships, referral networks, and market activity Lead, coach, and develop junior professionals while fostering a collaborative, high-performing team environment Maintain advanced knowledge of tax law and regulatory developments affecting ultra-high-net-worth individuals, families, trusts, estates, and related entities Leverage tax technology, software, and data to improve the quality and efficiency of client service delivery Incorporate tax transformation and technology-enabled solutions into team operations and client engagements Contribute thought leadership and technical expertise within the UHNW, private client, and family office marketplace Qualifications: Bachelor's degree in Accounting or JD/LLM required Active CPA or JD required Minimum of eight (8) years of progressive experience in public accounting, law, or a sophisticated family office environment Experience serving ultra-high-net-worth individuals and families, including complex individual income tax compliance and planning Demonstrated experience with family offices and related entities, trusts, estates, partnerships, investment structures, and/or wealth transfer planning Strong technical knowledge of tax matters affecting UHNW individuals and families Experience leading and reviewing complex tax compliance engagements and managing multiple client relationships Proven ability to identify client needs, advise on complex matters, and develop long-term trusted relationships with clients and their external advisors Strong leadership, communication, and interpersonal skills with a demonstrated commitment to developing and mentoring professionals We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. The application deadline for this role is 11/30/2026. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $139,200.00 - $293,500.00 per year. This role follows a hybrid work model for candidates located near a Crowe office. Candidates who are not within commuting distance of a Crowe office may be considered for a remote work arrangement, subject to business needs. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great peopleare what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe ( is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Crowe LLP and Crowe Advisory LLC (and their respective subsidiary entities) provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws. Crowe LLP and Crowe Advisory LLC (and their respective subsidiary entities) does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable. We are committed to a merit-based hiring process, evaluating all candidates consistently using objective, job-related criteria such as relevant experience, demonstrated skills, measurable impact, and alignment with the role's responsibilities, and making employment decisions in a fair and inclusive manner free from discrimination. #J-18808-Ljbffr Crowe
$126.1k - $253k
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$150k - $170k
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...accounting and advisory firm is seeking a Senior Tax Associate to join its growing tax... ...ll work with privately held businesses, high-net-worth individuals, and entrepreneurial clients... ...and advisory services.Collaborate with managers and partners to deliver high-quality client...SeniorHigh net worthWork at officeLocal area- ...Crowe is seeking a Tax Manager in Costa Mesa to deliver high-level tax consulting and compliance for ultra-high-net-worth clients. This role requires a CPA or JD and at least 5 years of relevant experience in public accounting or law. The candidate will manage multiple...High net worth
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Tax ManagerLocation: Fully Remote - must work time zone PST, 8am-5pm with the expectation... ...tax strategy firm focused on helping high-net-worth and ultra-high-net-worth individuals and... ...tax preparation function. • Review and manage complex federal, state, and local tax...High net worthLocal areaRemote work$107.16k - $226.32k
...team at one of the worlds top tax firms. Enjoy a collaborative,... .... Join a diverse team helping high-profile clients understand, analyze... ....KPMG is currently seeking a Manager to join our Business Tax... ...partnerships, corporations and high net-worth individuals and...High net worthLocal area$126.1k - $253k
...career within RSM’s Corporate Tax services will provide you with... ...compliance obligations, while managing the impact tax has on their business... ...strategic objectives.As a Tax Senior Manager for RSM you will be... ...engagements with a focus on high-value quality tax advice and...SeniorFull timeWork experience placementInternshipLocal area- ...About the Role: We are seeking a Senior Tax Associate to support tax planning and compliance engagements for high net worth individuals, families, trusts, estates, gift tax matters... ...verbal communication skills. Ability to manage multiple priorities, meet deadlines, and work...SeniorHigh net worthLocal area
$95.4k - $180.4k
...understand the goals of ultra-high net worth families with our customized... ...governance, family education, risk management, privacy/data security and... ...:Exposure to strategic tax planning, business advisory and... ...membersDrive and collaborate with senior leadership on growth...High net worthFull timeWork experience placementInternshipWork at officeLocal area$120k - $150k
...Overview Tax Manager USA: Irvine, CA (Hybrid) MGO is a Top CPA and advisory firm... ...-through entities, corporations, and high-net-worth individuals. The Tax Manager will serve... ..., develop, and supervise staff and senior accountants through coaching, training,...High net worthWork at officeLocal area$77k - $214k
...advisory needs such as audit, tax compliance, and planning to... ...entities, entrepreneurs, and high net worth individuals. You’ll be assisting... ...on key issues like wealth management, compliance, cash flow management... ..., now and in the future.As a Senior Associate, you'll work as...SeniorHigh net worthFull timeH1b$153.43k - $332.7k
...a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward... ...solutions. Join a diverse team helping high-profile clients understand, analyze, and... ...for as a firm.KPMG is currently seeking a Senior Manager to join our Business Tax Services...SeniorLocal area- Job Summary:A Tax Senior Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations...SeniorWork at officeLocal area
$90k - $115k
...accounting, audit, financial statement, tax services, fraud detective services and outsourced... ...; Assists with year-end projections for high-net-worth individuals.• Respond to inquiries from... ...promote open communication with their manager and partner• Participate in tax research...SeniorHigh net worthWork at officeLocal areaRemote workFlexible hours$126.1k - $253k
...particular role offers the opportunity to join the Partnership Tax team, a high-performing, high-growth team that advises clients on their... ...tax technology offerings.In your important role as Tax Senior Manager with RSM, you will be responsible for the following job duties...SeniorFull timeWork experience placementInternshipPrivate practiceLocal area- ...delivering personalized financial and tax solutions with integrity and... ...Summary We are seeking a Senior Tax Associate with... ...experience in trusts, estates, and high-net-worth individuals. This role offers... ...inquiries and assist in managing audits Conduct tax research...High net worthWork at officeLocal areaRemote workFlexible hours
- Mercer Advisors in Newport Beach, CA is seeking a Sr. Tax Associate I to join our Tax Team. You’ll prepare income tax returns for high-net-worth clients, deliver projections, and communicate clearly with clients, while enjoying a flexible work-from-home schedule. Ideal...SeniorHigh net worthRemote jobWork from homeFlexible hours
$124k - $335k
...advisory needs such as audit, tax compliance, and planning to... ...entities, entrepreneurs, and high net worth individuals. You’ll be assisting... ...on key issues like wealth management, compliance, cash flow management... ...now and in the future. As a Senior Manager, You'll Work As Part...High net worthH1b$99k - $266k
...of business advisory needs such as audit, tax compliance, and planning to help improve... ...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity...High net worthFull timeContract workH1b$170k - $225k
...Century Group is partnering with a client that is seeking a Senior Tax Manager to join their team. Exact compensation may vary based on skills, experience, and location. Expected starting base salary of $170,000 to $225,000 per year. Job Responsibilities:...SeniorLocal area$124k - $335k
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$175k - $210k
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...$230,000 per year. The ideal candidate has a Juris Doctorate and at least 3 years of experience in family law matters such as high net worth divorces, annulments, and custody issues. Exceptional communication, negotiation, and legal research skills are required. Jobot...SeniorHigh net worth
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